See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,733 | $159,901-58.3% | $146,958-54.6% | $145,922-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,602 | $5,286-50.8% | $4,933-47.3% | $4,660-44.2% |
| Participant deferral / active EE | $11,697 | $8,428+38.8% | $8,070+44.9% | $6,688+74.9% |
| Admin fee / account holder | $2,764 | $15,044-81.6% | $12,998-78.7% | $13,397-79.4% |